Ben Bajarin· @BenBajarin · X·· 20 天前AI 评分42
AI 导读
今明两年PC销售将会很难看，但首次对大多数厂商而言，PC下行周期通过释放出的晶圆，反而成为AI算力周期的助推燃料。我们认为服务器CPU是最主要的上行受益者。详情见本报告。 https://www.thediligencestack.com/p/title-the-pc-downturn-is-an-ai-supply
AI 生成摘要 · 以原文为准
正文
PC sales are going to be ugly this year and next but for the first time, for most players, a PC down cycle is fuel for the AI compute cycle in freed wafers. We think server CPU is the main upside beneficiary. Details in this report.
https://www.thediligencestack.com/p/title-the-pc-downturn-is-an-ai-supply
来源：Ben Bajarin · x.com